HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingHJ Sims Triumphs in Closing USDA Financing for Evenglow’s $32 Million Expansion Project
HJ Sims announces the closing of a $32 million USDA-financed expansion project for Evenglow Lodge in Pontiac, IL. In accordance with USDA-debt requirements, proceeds of the financing will be used for the construction of 76 replacement assisted living units, common space and other space used by the Health Center, as well as for the demolition of the existing assisted living structure.
Continue readingHJ Sims Market Commentary: Thoroughfares and Flows
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingAn Exclusive Investment Opportunity: The Gathering Place
HJ Sims Places Fannie Mae Loan for a Recently Completed Assisted Living and Memory Care Community in the Mountain West
HJ Sims is pleased to announce the successful closing of a November 2021, $398.1 million tax-exempt and taxable bond issue for Purchase Senior Learning Community, Inc., formed to develop a new university-based retirement community, Broadview at Purchase College, being constructed on the State University of New York Purchase College campus in Purchase, NY.
Continue readingEvenglow Lodge (March 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingHJ Sims Market Commentary: Going Gray
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingKing’sBridge Retirement Center (March 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingHJ Sims Market Commentary: A Bushel and a Peck
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingHJ Sims Congratulates Brookhaven at Lexington for Achieving a “AA-” Credit Rating from Fitch
“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark
Continue readingHJ Sims Market Commentary: Proud as a Peacock
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingAssisted Living and Memory Care Community in the Mountain West (January 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingJohn Knox Village of Florida (December 2021)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingHJ Sims Market Commentary: Eyes on Teasuries
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingMease Life (December 2021)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingHJ Sims Market Commentary: CONOPS For Investors
In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.
Continue readingLoomis Communities (December 2021)
HJ Sims Underwrites Combination of Current and Forward Delivery Bonds, Locking-In Debt Service Savings and Interest Rates for Future Capital Improvements for Loomis Communities, a multi-campus senior living organization in Massachusetts.
Continue readingHJ Sims Market Commentary: Piano Concerto for the Left Hand
Paul Wittgenstein was one of eight children born into a wealthy Vienna family in 1887. His parents frequently welcomed into their warm parlor some of the world’s most prominent composers: Johannes Brahms, Gustav Mahler, Richard Strauss. Living through, and serving in World War I, Paul’s story, like many others — then and now — is one of survival and determination.
Continue readingHJ Sims Expands Public Finance Education Practice
HJ Sims is pleased to announce the addition of two senior bankers, Richard Harmon and Robert Nickell, expanding the firm’s public finance education practice. The HJ Sims public finance team provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions.
Continue readingBenedictine Catholic Residential Services (December 2021)
HJ Sims generates significant debt service savings for Benedictine Health System affiliate, Catholic Residential Services, a senior living community consisting of two assisted living and skilled nursing communities located in Wisconsin.
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